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Copy/Paste a full project as a template with many boards and invite guests in one go.

  • February 14, 2022
  • 0 replies
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I want to work with many (50-100) different worksheet templates (as one board each) and I want to give access to one client to the whole project. Currently, this is only possible by copy/pasting each individual board and invite a client to each board with one email.

As I have more than 50 boards in a business series, thats 50 boards copied and 50 emails send to the same client. Now imagine I have more than 100 clients per month…

They will not only think I am nuts but also I would do nothing else all day but copy/pasting boards and invite clients. 

There needs to be a simple bulk action for that. 

  1. Copy the whole project with all boards
  2. Invite the guests with one email to all boards in this project. Same as you can add team members to a new team project. This should be really easy to do.  
  3. Ideally this could be automated with a webhook that is triggered by my payment system or at least using Zapier. 
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